Client Life Management - Engagement as Business Alpha

Bill Hortz's picture

[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin

Modernizing Estate Planning for Financial Advisors

Bill Hortz's picture

[Having a holistic financial business model and product/servicing offering can be a very competitive and engaging way to grow your business, but it requires you to become “proficient” in areas beyond investment management, like estate planning


Sign Up for Your Free Innovation Newsletter

Subscribe to customer engagement strategies